Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Mailbag: How Often Should I Talk To My Financial Advisor?
Retirement Pyramid
Mailbag: Should You Contribute To A Roth?
Estate Planning With Special Guests Alex & Adam Agnew
Just What the Financial Doctor Ordered
What Makes Your Financial Advisor Tick
The Things That Don’t Matter… Until They Do
4 Things You Must Know About Decumulation To Retire Successfully
Mailbag: Is A Tax-Free Retirement Too Good To Be True?
Learning Through Uncommon Sense
Financial Fact or Fiction
Mailbag: Having A Mortgage In Retirement
Mailbag: Is It Wise To Go Back To Work After A Major Health Event?
Are You Flirting With Financial Disaster?
Mailbag: Grading A Financial Advisor's Performance
This Is Why You Never Assume
The Pathfinder Process
Tax Tips for 2021
Mailbag: When Is The Best Time To Get Back Into The Market?
Where All Our Financial Knowledge Comes From
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